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State Street SPDR Portfolio High Yield Bond ETF

167 hedge funds and large institutions have $649M invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

76% more capital invested

Capital invested by funds: $368M → $649M (+$280M)

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8.3% more ownership

Funds ownership: 46.22%54.52% (+8.3%)

6% more funds holding

Funds holding: 157167 (+10)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
167
Holders Change
+10
Holders Change %
+6.37%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
78
Reduced
36
Closed
23
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
CASC
76
Coppell Advisory Solutions Corp
Texas
$673K +$658K +28,872 +3,664%
JP Morgan Chase
77
JP Morgan Chase
New York
$670K +$664K +29,149 New
CA
78
Cetera Advisors
Colorado
$632K -$5.54K -243 -0.9%
Citigroup
79
Citigroup
New York
$617K +$311K +13,659 +103%
ATPW
80
Ashton Thomas Private Wealth
Arizona
$617K +$612K +26,861 New
FAIM
81
Financial Advocates Investment Management
Washington
$617K +$328K +14,408 +116%
VCM
82
Virtue Capital Management
Tennessee
$588K +$587K +25,785 New
JCIA
83
Jackson Creek Investment Advisors
Colorado
$587K +$56K +2,458 +11%
KAS
84
Kestra Advisory Services
Texas
$576K -$53.7K -2,358 -9%
RA
85
RFG Advisory
Alabama
$568K +$10.2K +449 +2%
TC
86
Trilogy Capital
California
$544K -$2.12K -93 -0.4%
WWM
87
Western Wealth Management
Colorado
$526K +$127K +5,593 +32%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$522K +$103K +4,540 +25%
BRWA
89
B. Riley Wealth Advisors
Florida
$490K +$486K +21,319 New
MPW
90
MA Private Wealth
California
$482K -$192K -8,434 -29%
MMA
91
Miracle Mile Advisors
California
$478K +$4.37K +192 +0.9%
EFS
92
Econ Financial Services
Pennsylvania
$456K -$5.56M -244,296 -92%
TFA
93
Triad Financial Advisors
North Carolina
$452K +$273 +12 +0.1%
PAS
94
Park Avenue Securities
New York
$449K +$103K +4,543 +30%
BAM
95
Belpointe Asset Management
Nevada
$435K +$2.14K +94 +0.5%
DI
96
DFPG Investments
Utah
$405K +$401K +17,625 New
AWA
97
Alaska Wealth Advisors
Alaska
$396K -$101K -4,419 -20%
PFM
98
Phillips Financial Management
Indiana
$389K +$120K +5,279 +45%
FPWM
99
FSB Premier Wealth Management
Iowa
$380K +$62.9K +2,763 +20%
VT
100
Vise Technologies
New York
$373K -$20K -876 -5%